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Our ready-made investment portfolios
Designed for members looking to easily start investing or diversify their existing investment portfolio. Learn more about capped fees*.
Why Invest With Us?
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The Diversified Income Portfolio is designed for investors looking for a sustainable income stream. The portfolio has a lower risk than ordinary shares and a higher return than cash and cash-like investments. The Core Growth Portfolio is designed for investors who are looking to build their wealth over the medium-term. The portfolio has a higher allocation to growth assets (shares and property) than defensive income assets (bonds and cash). The High Growth Portfolio is designed for investors who are looking to build their wealth over the longer-term. The portfolio has a high allocation to growth assets (shares and property) than defensive income assets (bonds and cash). The International Equities Portfolio provides Australian investors the ability to tap into the high potential growth of global markets and increases portfolio diversification. It offers exposure to different markets, minimising overall risk, and increasing the potential for long-term growth. Learn more
Growth of $10,000 As at {{ selectedModelPortfolio.modelPortfolioPerformancesLastDate }}
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Investor Pack
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Intelligent Investor
Independently verified by Ernst&Young, our analysts have returned 14.3% p.a.^^ since 2001. Don’t miss our next BUY or SELL.
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# InvestSMART Portfolio figures shown since each respective Inception Date as indicated in the graph; after investment and admin fees excl. brokerage, excluding franking; dividends re-invested, no withdrawals have been made. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and investment fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance.
^ Our funds are compared to peers with the same benchmark as determined by Morningstar.